One Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,077
| Closed | -$209K | – | 298 |
|
|
2025
Q1 | $209K | Sell |
1,077
-20
| -2% | -$3.88K | 0.03% | 270 |
|
|
2024
Q4 | $215K | Sell |
1,097
-4
| -0.4% | -$783 | 0.03% | 230 |
|
|
2024
Q3 | $219K | Buy |
+1,101
| New | +$219K | 0.03% | 245 |
|
|
2024
Q2 | – | Sell |
-1,110
| Closed | -$203K | – | 275 |
|
|
2024
Q1 | $203K | Buy |
+1,110
| New | +$203K | 0.04% | 239 |
|
|
2023
Q1 | – | Sell |
-1,238
| Closed | -$188K | – | 588 |
|
|
2022
Q4 | $188K | Buy |
+1,238
| New | +$188K | 0.04% | 201 |
|
|
2022
Q2 | – | Sell |
-1,326
| Closed | -$215K | – | 216 |
|
|
2022
Q1 | $215K | Hold |
1,326
| – | – | 0.05% | 188 |
|
|
2021
Q4 | $228K | Buy |
1,326
+3
| +0.2% | +$516 | 0.06% | 176 |
|
|
2021
Q3 | $203K | Hold |
1,323
| – | – | 0.06% | 201 |
|
|
2021
Q2 | $205K | Buy |
+1,323
| New | +$205K | 0.06% | 169 |
|
|
2020
Q1 | – | Sell |
-2,098
| Closed | -$262K | – | 139 |
|
|
2019
Q4 | $262K | Buy |
+2,098
| New | +$262K | 0.19% | 78 |
|